Did you know your clients don’t have to create a Full Slate account to book an appointment but you can still maintain a full history on each client?
Though there are compelling reasons for your clients to register for a Full Slate account (more on that in a future blog post), some clients prefer not to. And what will these clients do if they’re required to register? They’ll pick up the phone and call you, starting the inevitable game of phone tag…or worse yet, decide not to book an appointment after all. That’s why Full Slate does not require client registration; we don’t place barriers in front of your clients that might discourage them scheduling online.
“But won’t that result in a new client record every time my clients book an appointment?” you say. No, because Full Slate employs sophisticated logic to match client bookings with existing client records. As a general rule, if there’s a match on client email and a close match on client name, Full Slate will match the client booking with the client record. For example, if you have client Dan Fowler with email email@example.com in your client list, and Dan books (without registering) as Daniel Fowler at firstname.lastname@example.org, Full Slate will match them up.
And in cases where a duplicate client record is created, you can easily merge the two records using the handy client merge feature!